$6.42 Billion is the total value of Personal Capital Advisors Corp's 262 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LEO | Exit | DREYFUS STRATEGIC MUNS INC | $0 | – | -11,952 | -100.0% | -0.00% | – |
| UL | Exit | UNILEVER PLCspon adr new | $0 | – | -3,631 | -100.0% | -0.00% | – |
| VYM | Exit | VANGUARD WHITEHALL FDS INChigh div yld | $0 | – | -3,076 | -100.0% | -0.00% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -3,119 | -100.0% | -0.00% | – |
| TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -1,617 | -100.0% | -0.00% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -2,546 | -100.0% | -0.00% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -2,604 | -100.0% | -0.00% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -3,045 | -100.0% | -0.00% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -2,424 | -100.0% | -0.00% | – |
| GWRE | Exit | GUIDEWIRE SOFTWARE INC | $0 | – | -3,166 | -100.0% | -0.00% | – |
| VPL | Exit | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $0 | – | -3,030 | -100.0% | -0.00% | – |
| LUMN | Exit | CENTURYLINK INC | $0 | – | -13,242 | -100.0% | -0.00% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -3,019 | -100.0% | -0.00% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -3,221 | -100.0% | -0.00% | – |
| SQ | Exit | SQUARE INCcl a | $0 | – | -8,596 | -100.0% | -0.01% | – |
| AABA | Exit | ALTABA INC | $0 | – | -4,110 | -100.0% | -0.01% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -6,175 | -100.0% | -0.01% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -11,363 | -100.0% | -0.01% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -11,934 | -100.0% | -0.02% | – |
| BETR | Exit | AMPLIFY SNACK BRANDS | $0 | – | -211,137 | -100.0% | -0.04% | – |
| DISH | Exit | DISH NETWORK CORPcl a | $0 | – | -54,158 | -100.0% | -0.04% | – |
| SCG | Exit | SCANA CORP NEW | $0 | – | -67,539 | -100.0% | -0.05% | – |
| IPHS | Exit | INNOPHOS HOLDINGS INC | $0 | – | -65,065 | -100.0% | -0.05% | – |
| DKS | Exit | DICKS SPORTING GOODS INC | $0 | – | -150,722 | -100.0% | -0.07% | – |
| ONB | Exit | OLD NATL BANCORP IND | $0 | – | -512,511 | -100.0% | -0.15% | – |
| HLS | Exit | HEALTHSOUTH CORP | $0 | – | -382,743 | -100.0% | -0.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TRINTL EQUITY ETF | 37 | Q4 2022 | 16.3% |
| VANGUARD INTL EQUITYINDEX FDS FTSEEMERGING MKTS ETF | 37 | Q4 2022 | 7.5% |
| VANGUARD BD INDEX FDS | 37 | Q4 2022 | 5.9% |
| VANGUARD INDEX FDSVANGUARD REIT ETF | 37 | Q4 2022 | 6.6% |
| ISHARES TR TIPS BDETF | 37 | Q4 2022 | 4.1% |
| ISHARES TR 3-7 YRTREAS BD ETF | 37 | Q4 2022 | 4.1% |
| ISHARES TR IBOXX USDINVT GRADE CORP BDETF | 37 | Q4 2022 | 3.2% |
| VANGUARD INTL EQUITYINDEX FDS GLOBALEX-US REAL ESTATEINDEX FD ETF SHS | 37 | Q4 2022 | 2.5% |
| VANGUARD INTL EQUITYINDEX FDS FTSE ALLWORLD EX USA SMALLCAP INDEX FD ETF SHS | 37 | Q4 2022 | 2.5% |
| VANGUARD INDEX FDSVANGUARD TOTAL STKMKT ETF | 37 | Q4 2022 | 2.3% |
View Personal Capital Advisors Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-11 |
| 13F-HR | 2021-05-14 |
| 13F-HR | 2021-02-12 |
| 13F-HR | 2020-11-13 |
View Personal Capital Advisors Corp's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.